Unique Value Proposition Worksheet - Schwab Brokerage
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Create your listing on the Schwab Career Opportunity Service takes only about 10 minutes when you have the required information. Use this worksheet to gather the data in advance.
|Candidate Listing Details (*Denotes a required field) |
|(New!) I am willing to relocate. |(Select All States That Apply) |
|Position(s) Sought* |Select One | |
| |Administrative Assistant |Lead Advisor (L1) |
| |Bookkeeper |Manager of Client Services |
| |Business Development Specialist |Network Administrator |
| |Chief Compliance Officer |Office Administrator |
| |Chief Executive Officer |Office Manager |
| |Chief Financial Officer |Operations Manager |
| |Chief Investment Officer |Paraplanner |
| |Chief Operating Officer |Portfolio Administrator |
| |Client Service Administrator |Portfolio Manager |
| |Director of Advisors |President |
| |Director of HR |Receptionist |
| |Director of Marketing |Research Analyst |
| |Director of Research |Retirement Specialist |
| |Director of Sales |Sales and Marketing Assistant |
| |Estate Specialist |Service Advisor (L2) |
| |Executive Assistant |Sr. Investment Manager |
| |Financial Planning Intern |Sr. Portfolio Administrator |
| |Financial Planning Specialist |Sr. Portfolio Manager |
| |General Intern |Sr. Research Analyst |
| |Insurance Specialist |Support Advisor (L3) |
| |Internal Accountant |Tax Preparer |
| |Investment Intern |Tax Specialist |
| |Investment Manager |Trader |
| |IT Support |Other |
|Compensation Range* |Select All That Apply | |
| |Negotiable |$75,001 - $85,000 |
| |$25,000 - $35,000 |$85,001 - $99,999 |
| |$35,001 - $45,000 |$100,000 - $125,000 |
| |$45,001 - $55,000 |$125,001 - $150,000 |
| |$55,001 - $65,000 |$150,001+ |
| |$65,001 - $75,000 | |
|Assets Under Management of Firm |Select All That Apply | $50,000,001 - $100,000,000 |
|Interested in Joining* |$0 - $10,000,000 |$100,000,001 - $500,000,000 |
| |$10,000,001 - $25,000,000 |$500,000,001 - $1,000,000,000 |
| |$25,000,001 - $50,000,000 |$1,000,000,001+ |
|Executive Summary |
|Summary* |(1000 Character Limit): |
|Objective |(1000 Character Limit): |
|(New!) Specific Skills Area |(1000 Character Limit): |
|Professional Experience (Add multiple) |
|Employer Name (1)* | |
|(New!) Start Date* |(Select Month) (ex. YYYY) |
|(New!) End Date* |(Select Month) (ex. YYYY) |
|(New!) Employer State* |(Select One) |
|(New!) Employer City* |(Select One) |
|(New!) Position Type* |Select One | Part-Time |
| |Contract |Temp |
| |Contract to Hire |Temp to Hire |
| |Full-Time |Volunteer |
| |Internship | |
|Position* | |
|Description* |(1000 Character Limit): |
|Education (Add multiple) |
|School Name (1)* | |
|Degree Type* |Select One | |
| |A.A |Ed.D. |
| |A.A.S. |JD |
| |A.S. |M.A. |
| |B.A. |M.S. |
| |B.S. |MBA |
| |DDS |MD |
| |DMA |Ph.D. |
| |DS |PharmD |
|(New!) Degree Name | |
|(New!) School Start Date* |(Select Month) (ex. YYYY) |
|(New!) School End Date* |(Select Month) (ex. YYYY) |
|Credentials |
|(New!) Years Experience in Financial |Select One | 8 - 9 |
|Services Industry* |0 - 1 |10 - 15 |
| |2 - 3 |16 - 20 |
| |4 - 5 |20+ |
| |6 - 7 | |
|Current Licenses* |Select All That Apply | |
| |Series 3 |Series 30 |
| |Series 4 |Series 31 |
| |Series 6 |Series 51 |
| |Series 7 |Series 53 |
| |Series 9 |Series 55 |
| |Series 10 |Series 62 |
| |Series 11 |Series 63 |
| |Series 14 |Series 65 |
| |Series 23 |Series 66 |
| |Series 24 |Series 87 |
| |Series 26 |Insurance |
| |Series 27 |Other |
| | |None |
|Current Certifications* |Select All That Apply | |
| |AAMS |CRPC |
| |AWMA |CRPS |
| |CFA |CTFA |
| |CFP |MPA |
| |CMFC |PFS |
| |CPA |Other |
| | |None |
|(New!) Professional Associations* |Select All That Apply |
| |American Institute of CPAs - AICPA |
| |Association of Certified Fraud Examiners - ACFA |
| |Chartered Institute of Management Accountants - CIMA |
| |Financial Industry Regulatory Authority - FINRA |
| |Financial Management Association International |
| |Investment Management Consultants Association |
| |Securities Industry Association - SIA |
| |Society of Certified Public Accountants |
| |Other |
| |None |
|(New!) Honors and Achievements |(1000 Character Limit): |
|(New!) Other Related Interests |(1000 Character Limit): |
|Book of Business (If applicable) |
|Current* |$ |
|As of this date* |MM/DD/YYYY: |
|(New!) As of 12/31/2010* |$ |
|(New!) As of 12/31/2009* |$ |
|(New!) As of 12/31/2008* |$ |
|Areas of Expertise* |Select All That Apply | Retirement Planning |
| |Annuity Products |Selecting 3rd Party Managers & Funds |
| |Asset Allocation |Small Business Planning |
| |Bill Payment |Stock Options |
| |Estate Planning |Tax Planning & Preparation |
| |Family Office |Trustee Services |
| |Financial Planning |Other |
| |Investment Management | |
|Investment Style* |Select All That Apply | Passive |
| |Blend |Socially Responsible |
| |Contrarian |Value |
| |Growth |Other |
| |Income | |
|Number of Client Relationships* | |
|Average Client Relationship Size* |Select One | $1,000,001 - $2,000,000 |
| |$0 - $100,000 |$2,000,001 - $5,000,000 |
| |$100,001 - $250,000 |$5,000,001 - $10,000,000 |
| |$250,001 - $500,000 |$10,000,001+ |
| |$500,001 - $1,000,000 | |
|New Client Relationships Last Year* |Select One | 26 - 50 |
| |0 - 5 |51 - 100 |
| |6 - 10 |100+ |
| |11 - 25 | |
|(New!) Target Clientele* |Select All That Apply | Doctors |
| |Attorneys |Heirs |
| |Business Owners |Lottery Winners |
| |Entrepreneurs |Physicians |
| |Executives |Retirees |
| |Dentists |Other |
| |Divorcees | |
|Client Age Breakdown (Total 100%) |
|Younger than 31 Years |Select One | 60% |
| |10% |70% |
| |20% |80% |
| |30% |90% |
| |40% |100% |
| |50% | |
|31 to 50 Years |Select One | 60% |
| |10% |70% |
| |20% |80% |
| |30% |90% |
| |40% |100% |
| |50% | |
|51 to 65 Years |Select One | 60% |
| |10% |70% |
| |20% |80% |
| |30% |90% |
| |40% |100% |
| |50% | |
|66 Years and Older |Select One | 60% |
| |10% |70% |
| |20% |80% |
| |30% |90% |
| |40% |100% |
| |50% | |
|Investment Vehicles* (Total 100%) |
| |Individual Securities |Mutual Funds |Separate Accounts |Totals |
|Equities | % + | % + | % = | % |
|Fixed Income | % + | % + | % = | % |
|(New!) ETFs | | % |
|Alternative Investments† | | % |
|Cash/Money Market | | % |
|Other | | % |
| |
|†Alternative Investments include hedge funds, private equity funds, managed funds, managed futures, commodities and other investment instruments. |
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